267
Aman Dhesi

@aman #267

co-founder stelo.com. theoretical cs phd dropout. into math, music, ml, macro, markets, surfing, writing amandhesi.net
740 Follower 202 Following
Shoutout to the whole Stelo team for launching stelo.com today! @bind @stephenlacy @kookiekrak @perezda

Stelo is the universal interface to interact with any Ethereum contract easily and safely.

Support us by minting the Stelo Explorer NFT below 🙏

https://zora.co/collect/0x82f094314407bcfff873603ee019efe9ef94e345
Stelo extension 2.0.6 is now live.

Stelo now works with WalletConnect. If you use a desktop dapp with a mobile wallet you will now see Stelo pop up.

Also launched Polygon, Arbitrum and testnet support which has been our most requested feature for a while.

And hit 8k installs today :) http://bit.ly/stelo-download
Elon-Tucker interview was really good. And I'm not generally a fan of Tucker.
GPT-3.5 to GPT-4 is a serious leap. Increasing evidence that while GPT-3.5 may simply be a next-word predictor, GPT-4 has emergent intelligence. It's able to create internal representations, perform logical deduction using those representations, and even explain its thoughts https://www.youtube.com/watch?v=qbIk7-JPB2c
Definitely dressing up as Balenciaga Pope this halloween
It's hard to spend any amount of time playing with the GPT variants and not have your imagination run wild with how much this changes all knowledge work. Not in a theoretical, believable-but-vague way like crypto, but in a "holy-shit-this-is-a-miracle" way.
One of our goals with Stelo Explore is to make it easy for contract developers to support the "long-tail" of contract interactions without having to build a custom UI for every supported permutation

If this is you, DM me and let's chat! amandhesi.telegram https://i.imgur.com/mYclHDa.png
ICYMI we just @launch-ed the FC alpha of a new experiment!

Explore is a universal contract frontend that makes transactions easy to create, easy to share, and safe to execute.

Eg. Safely send 0.001 ETH to @dwr.eth https://app.stelolabs.com/explore/f36f8d9ad1274ecf6ba1823156fcb6f84421fd45 https://i.imgur.com/DCInzim.png
Lyn Alden, as always, has the most balanced and nuanced take.

https://youtu.be/5sNCrPAwt6w
One of the most bullish things happening in California that isn't getting enough attention is the deregulation of ADUs (accessory dwelling units) allowing people to build "houses" in their backyards.

This is going to bring down the cost of housing which might be at the root of all of CA's problems.
"Contribute to deflation" is a good life mission.

Top 3 deflationary things we need to be working on in the US:
- Build more housing
- Transition to solar energy and EVs
- Automate everything (especially non-knowledge work)
Ackman made a good point - that a bunch of small businesses and banks blowing up is extremely deflationary
For months Jeremy Siegel and others have been saying that Fed policy is going to cause something to break.

Well seems like something just broke https://www.youtube.com/watch?v=9Xu_cUfhrc4
Increasingly convinced that the more "sexy" the thing you're working on is, the less likely it is to succeed. I'm sure someone has said this more eloquently before. Similar spirit as "competition is for losers".

* does not apply if your name starts with E and ends with Lon
My Rivian bankruptcy thesis is getting stronger.

They now have a market cap of $12.9B with $12B cash on balance sheet meaning their enterprise value is <$1B.

Sad but making cars is hard.

didn’t short it, I’m not a fan of shorting individual co’s

https://twitter.com/sawyermerritt/status/1633228735632625664?s=4
If there were a search engine that indexed only content created by individuals (substack, YouTube, Twitter, tiktok, personal websites)

I would probably use it more than google when looking for information
Most technology makes scarce things abundant and cheap.

Crypto makes abundant things (bits) scarce and expensive.
Follow up to previous tweet: afaik the only profitable businesses in crypto are

- exchanges
- some NFT marketplaces although it looks increasingly like their take rate is going to 0%
- metamask/consensys
- (maybe) some node infra providers

anything else?
So many crypto companies are building 100% commodity open source technology with no clear business model.

Funded by a glut of VC $$ chasing hot narratives funded by LPs with nowhere else to invest thanks to the money printer going brrrr.

What happens when the money dries up? Does it all come crashing down?
Me recasting myself when I really want an answer to a question https://i.imgur.com/iXCrp33.jpg
I haven’t had a chance to understand how bitcoin NFTs work so posing this to the more well-read —

if you can build bitcoin NFTs can you also build a bitcoin stablecoin?
Is there something inherently better about the biped humanoid form or are people building humanoid robots because we’ve shaped the world around us to fit humans?
My predictions for Tesla Master Plan 3:

1. $25k robotaxis + robotaxi network
2. Large-scale transition to residential solar + at-home storage
3. Humanoid robot for <$10k

https://www.youtube.com/watch?v=Hl1zEzVUV7w